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Side-by-side financial comparison of SIMMONS FIRST NATIONAL CORP (SFNC) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $197.3M, roughly 1.6× SIMMONS FIRST NATIONAL CORP). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs 0.8%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $77.3M). Over the past eight quarters, SIMMONS FIRST NATIONAL CORP's revenue compounded faster (0.6% CAGR vs -1.0%).
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
SFNC vs STRA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $197.3M | $305.9M |
| Net Profit | — | $32.8M |
| Gross Margin | — | — |
| Operating Margin | — | 13.4% |
| Net Margin | — | 10.7% |
| Revenue YoY | 19.6% | 0.8% |
| Net Profit YoY | — | 10.3% |
| EPS (diluted) | $0.36 | $1.48 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $305.9M | ||
| Q4 25 | $197.3M | $323.2M | ||
| Q3 25 | $186.7M | $319.9M | ||
| Q2 25 | $214.2M | $321.5M | ||
| Q1 25 | $209.6M | $303.6M | ||
| Q4 24 | $208.5M | $311.5M | ||
| Q3 24 | $174.8M | $306.0M | ||
| Q2 24 | $197.2M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | — | $37.9M | ||
| Q3 25 | $-562.8M | $26.6M | ||
| Q2 25 | $54.8M | $32.3M | ||
| Q1 25 | $32.4M | $29.7M | ||
| Q4 24 | — | $25.3M | ||
| Q3 24 | $24.7M | $27.7M | ||
| Q2 24 | $40.8M | $29.9M |
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 16.0% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 13.1% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 11.9% | ||
| Q2 24 | — | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | -301.5% | 8.3% | ||
| Q2 25 | 25.6% | 10.1% | ||
| Q1 25 | 15.5% | 9.8% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | 14.1% | 9.1% | ||
| Q2 24 | 20.7% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.36 | $1.65 | ||
| Q3 25 | $-4.00 | $1.15 | ||
| Q2 25 | $0.43 | $1.37 | ||
| Q1 25 | $0.26 | $1.24 | ||
| Q4 24 | $0.38 | $1.05 | ||
| Q3 24 | $0.20 | $1.15 | ||
| Q2 24 | $0.32 | $1.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $150.3M |
| Total DebtLower is stronger | $620.0M | — |
| Stockholders' EquityBook value | $3.4B | $1.6B |
| Total Assets | $24.5B | $2.1B |
| Debt / EquityLower = less leverage | 0.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $150.3M | ||
| Q4 25 | — | $148.1M | ||
| Q3 25 | — | $172.6M | ||
| Q2 25 | — | $164.9M | ||
| Q1 25 | — | $182.6M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $222.1M | ||
| Q2 24 | — | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | $620.0M | — | ||
| Q3 25 | $667.8M | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.7B | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.4B | $1.6B | ||
| Q3 25 | $3.4B | $1.7B | ||
| Q2 25 | $3.5B | $1.7B | ||
| Q1 25 | $3.5B | $1.6B | ||
| Q4 24 | $3.5B | $1.7B | ||
| Q3 24 | $3.5B | $1.7B | ||
| Q2 24 | $3.5B | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $24.5B | $2.0B | ||
| Q3 25 | $24.2B | $2.1B | ||
| Q2 25 | $26.7B | $2.1B | ||
| Q1 25 | $26.8B | $2.1B | ||
| Q4 24 | $26.9B | $2.0B | ||
| Q3 24 | $27.3B | $2.2B | ||
| Q2 24 | $27.4B | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.28× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.40× | — | ||
| Q2 24 | 0.50× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $449.5M | $87.4M |
| Free Cash FlowOCF − Capex | $411.4M | $77.3M |
| FCF MarginFCF / Revenue | 208.5% | 25.3% |
| Capex IntensityCapex / Revenue | 19.3% | — |
| Cash ConversionOCF / Net Profit | — | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | $717.0M | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $449.5M | $39.2M | ||
| Q3 25 | $223.4M | $60.1M | ||
| Q2 25 | $77.6M | $31.2M | ||
| Q1 25 | $32.8M | $67.7M | ||
| Q4 24 | $425.9M | $15.9M | ||
| Q3 24 | $199.4M | $51.5M | ||
| Q2 24 | $86.1M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $411.4M | $27.0M | ||
| Q3 25 | $216.7M | $49.3M | ||
| Q2 25 | $66.3M | $20.4M | ||
| Q1 25 | $22.6M | $57.3M | ||
| Q4 24 | $380.4M | $4.7M | ||
| Q3 24 | $187.7M | $42.1M | ||
| Q2 24 | $72.7M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 208.5% | 8.3% | ||
| Q3 25 | 116.1% | 15.4% | ||
| Q2 25 | 31.0% | 6.3% | ||
| Q1 25 | 10.8% | 18.9% | ||
| Q4 24 | 182.5% | 1.5% | ||
| Q3 24 | 107.4% | 13.8% | ||
| Q2 24 | 36.9% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 3.8% | ||
| Q3 25 | 3.6% | 3.4% | ||
| Q2 25 | 5.3% | 3.4% | ||
| Q1 25 | 4.8% | 3.4% | ||
| Q4 24 | 21.8% | 3.6% | ||
| Q3 24 | 6.7% | 3.1% | ||
| Q2 24 | 6.8% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | 1.42× | 0.97× | ||
| Q1 25 | 1.01× | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | 8.06× | 1.86× | ||
| Q2 24 | 2.11× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SFNC
Segment breakdown not available.
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
